Client Services Associate - Wealth Management Ops

Seneca House Advisors

A wealth management firm in Richmond, Virginia, is seeking a dedicated Client Services Associate to deliver high-quality client experiences through account servicing and operational support. The ideal candidate will possess a Bachelor's degree and 2-4 years of experience in a financial environment. Responsibilities include processing paperwork, managing CRM software, and supporting client needs. This full-time position offers benefits such as 401(k) and paid time off. #J-18808-Ljbffr

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Vacancy posted 4 days ago

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